For 2013, John Rogers of value investing company Ariel Investments is looking at carpet manufacturers, First American Financial (FAF, Financial), any stocks that have any ties to the housing market, financial services such as alternative investment companies Lazard (LAZ, Financial), Blackstone (BX, Financial), KKR (KKR, Financial) and Janus (JNS, Financial), and media companies such as CBS (CBS, Financial):
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